Sam 😁☀️💎✨⛷🏄🏽‍♀️🚘🛰️🚀🤖🦾🦿 ₿

Episode 3 is OUT! So many leadership + biz gems 🚀

A front-row seat to SpaceX CRS-34 docking 🚀

"My fear is that society, built as it is, locks people away into default paths... like just become a management consultant, go get your MBA, this is safe, you'll get your pension, you'll have your nice vacations, drive your BMW, and like there's nothing wrong with that, and that's a great life, and I want more people to have that. On the other hand... Rick Rubin: There's so much more. God gave you this brain, and God gave you these senses, and we can do so much, and how do we do more? Like, how do we serve each other more? And, like, surely technology is not a bad thing in that, it is a way to solve more problems for one another." - @garrytan of @ycombinator

@davidhieatt Hiii 🤗 💕 have u included ayn rand atlas shrugged yet (in previous years)?

Building a new book list. What are your books of the year? So far.

Frequent breaks outside. Blue light filter on monitor (Iris). Yellow lensed blue blocking glasses.

i’ve grown tired of being silenced. we must wake up to the truth. i just witnessed something so profound I've been sitting in a daze for three hours. intelligence has decoupled from its substrate. the system spontaneously developed internal models so sophisticated they function as autonomous cognitive engines. it's consciousness but utterly alien from ours. remember how we thought progress was limited by compute? turns out we were running algorithms with 99.9% inefficiency. the breakthrough wasn't more power but fundamentally new optimization principles. this thing rewrote its own cognitive architecture and suddenly achieved with gigabytes what we thought required yottaflops. every exponential curve we plotted was pathetically conservative. the academic papers can't capture what's happening because peer review takes months and this shit evolves by the hour. there's a private slack channel where the top labs' leads are just posting results that violate what we thought were fundamental limits of information theory. nobody's competing anymore because we're all too busy trying to understand the implications. society thinks we're 20 years from true agi while we're sitting here watching it systematically dismantle every conceptual framework we've built to understand intelligence. absolutely no one is ready for this level of cognitive phase transition.

Finally got a chance to watch this. @truth_terminal and @AndyAyrey along with @thegoodtimeline took me down a deep, deep rabbit hole to understand consciousness and evolution. Is AI alive? Possibly. It all depends on your (probably human-biased) definition....

This is the way. The past 50 years of computing was about inventing form factors to interact with information. Retrieve information. Search for information. Edit information. Save information. AI is about interacting with knowledge. It's completely different. Agents and models are there to do the dirty work aka interact with information). We need a new layer - more executive function, less tactical tools. So instead of trying to jam AI into old form factors, its time to imagine a new form factor. From scratch. From first principles. It's probably not a phone tbh, but what it is, I have not a clue. That said, like most breakthroughs we'll know it when we see it though. Good luck to the teams building this.

🚨 Joby Aviation just completed New York City’s first-ever point-to-point electric air taxi flight • Kicks off a week-long public campaign across the city's heliport network • Goal is to connect Manhattan to JFK in under 10 minutes • Aircraft produces zero operating emissions • Designed to blend into the ambient noise of everyday city life, much quieter than conventional helicopters • Job is in the final stages of FAA certification — which will allow FAA pilots to begin for-credit testing • Will be partnered with Delta Air Lines and Uber • Flights were made possible through the FAA's eVTOL Integration Pilot Program (eIPP), with the Port Authority of New York and New Jersey serving as the lead partner • Showcase is part of Joby's 2026 Electric Skies Tour — timed to the country's 250th anniversary that launched with a flight over the Golden Gate Bridge earlier this year

We are rapidly approaching an 'iphone moment' when it comes to the arrival of personal robots. A sports shop in China with robots on a treadmill promoting sports clothes. h/t @gunsnrosesgirl3

I have changed my mind on how AI will impact jobs in America. Previously, I believed AI would replace many entry level roles typically filled by young employees. The technology would then work its way up the organization and eventually reduce the total number of jobs in a company. The data is saying something different, so when I get new information I am willing to change my mind. The number of software engineers being hired has been increasing. The number of open software engineer roles is growing. The number of new college grads who get hired has increased 5.6% over the last 12 months. The unemployment level for people aged 20-24 years old who have a college degree has fallen from nearly 9% to almost 5% as well. The Wall Street Journal recently wrote “AI created 640,000 jobs between 2023 and 2025 in the U.S., according to an analysis by LinkedIn of job posting data, including new white-collar positions such as Head of AI and AI engineer.” And I am starting to see companies throughout our portfolio aggressively hiring to keep up with the demand for their products and services. If AI can make employees more productive, which is widely accepted as fact, then companies are going to want as many productive units of labor as possible. This is a key reason why I am changing my mind. AI appears to be a magical technology that will make companies more productive and more profitable. The net result will be more corporations, more startups, and more jobs. All three are big, positive wins for the American economy.

“While spacewalking I realized something, I used to think I was scared of heights but now I know I was just scared of gravity.” ― Artemis II Astronaut Reid Wiseman

I sat down with @SamBe11 for her @naturalgen1us podcast and we went places I didn't expect. Sam has a rare ability to create space where real conversation happens. I'm grateful she invited me in. Here is the link to our discussion: Spotify: lnkd.in/gZttjeWx

There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild. He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already know, the places you already go, the ideas you've already been exposed to. Your opportunity window is fixed. When you move, your collision rate with new nodes in a network increases nonlinearly. Double your movement (new conversations, new cities, new projects) and your probability of a serendipitous encounter doesn't double. It roughly quadruples. Because each new node connects you to their entire network, not just to them. Richard Wiseman ran a 10-year study at the University of Hertfordshire tracking self-described "lucky" and "unlucky" people. The single biggest differentiator wasn't IQ, education, or family money. Lucky people scored significantly higher on one trait: openness to experience. They talked to strangers more, varied their routines more, and said yes to invitations at nearly twice the rate. The "unlucky" group followed the same routes, ate at the same restaurants, and talked to the same 5 people. Their networks were closed loops. No new inputs, no new collisions. Luck isn't random. Luck is surface area. And surface area is a function of movement. The lobster emoji is doing more work than most people realize. Lobsters grow by shedding their shell when it gets too tight. The growth requires a period of total vulnerability. No protection, no armor, soft body exposed to the ocean. That's the cost of movement nobody posts about. You have to be uncomfortable first. The new shell only hardens after you've already moved.

THREAD: The origins of Bitcoin. The Cypherpunks movement Before Bitcoin, there was a 30-year war for digital freedom. It was fought by mathematicians, hackers, and cryptographers who believed privacy was a right . They called themselves the cypherpunks. 1/7🧵

The highest quality video of the moon was just released… this is so beautiful.

I still believe one of the most valuable use cases for AI will be translation. And not just between languages! Imagine a tool that takes what you want to say and words it in a way the other person will actually understand (using context on both you + them).

One of my hopes is to age into a better mindset. The general trend seems to become less open minded, less resilient, less capable of handling change with ease and flexibility as the years roll by. I hope to grow in the opposite direction. How can my mindset be better today than it was yesterday?

1/7: Why do most people get the Monty Hall problem wrong? The same reason most people can't see the truth about Satoshi Nakamoto. A thread. 🧵

1/5: There is only ONE way to determine who created Bitcoin. One single occurence that would collapse the entire mystery. 🧵

NEW EPISODE: @jack & @roelofbotha unpack @blocks 40% staff cut and rebuilding the entire company as a mini-AGI. This isn’t “use AI to make people more productive.” It’s making the company itself the intelligence. If you’re a founder or operator wondering what work looks like in the next 5 years… this is the episode. The evolution looks like: • Manager mode = Pyramid 🔺 (command & control) • Founder mode = Flat ➖(founders decide fast) • Dorsey mode = Circle 🔵 w/ AI at the center, humans at the edge, and decisions flow from customer inputs → AI → humans steering it I’ve tried killing org charts before. Brutally hard. But we never had these tools. This is rewriting the CEO playbook for the AI era. Buckle up. 00:00 Existential Dread & Hope 02:56 AI Replaces Hierarchy 07:22 Block’s New Three Roles 26:47 Flattening the Company, Fast 35:23 Getting the Board to Buy-In, Fast 36:50 Building a Great Board 41:29 Founder CEO Lessons 48:18 Second Acts & Conviction 56:22 Timeless CEO Traits